Collect a Payment

After creating an invoice, indicate in the app when payment is collected.

From the sidebar menu, go to Billings.
On the Active tab, find the invoice. It should have a status of Pending or Past Due.
To mark that payment was collected for the invoice, select More and choose Collected.
Select the Payment Method.
1. For a Check, select the Bank Account, then enter the Check Number and the Transaction Date.
2. For ACH, select the Bank Account, then enter the Transaction Number and the Transaction Date.
3. For Cash, enter Notes and the Transaction Date.
To collect the payment and reconcile it with your bank account, select Submit.

You can see collected payments on the Job Billing Archived tab. They are marked with a Collected status.

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